JCTR vs. JPIE
Compare and contrast key facts about JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and JPMorgan Income ETF (JPIE).
JCTR and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCTR is a passively managed fund by JPMorgan that tracks the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. It was launched on Dec 9, 2020. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Performance
JCTR vs. JPIE - Performance Comparison
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JCTR vs. JPIE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JCTR JPMorgan Carbon Transition U.S. Equity ETF | 0.00% | 13.55% | 24.74% | 27.51% | -18.76% | 3.44% |
JPIE JPMorgan Income ETF | 0.51% | 7.39% | 6.32% | 7.07% | -6.13% | 0.30% |
Returns By Period
JCTR
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPIE
- 1D
- 0.10%
- 1M
- -0.44%
- YTD
- 0.51%
- 6M
- 2.07%
- 1Y
- 5.77%
- 3Y*
- 6.27%
- 5Y*
- —
- 10Y*
- —
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JCTR vs. JPIE - Expense Ratio Comparison
JCTR has a 0.15% expense ratio, which is lower than JPIE's 0.41% expense ratio.
Return for Risk
JCTR vs. JPIE — Risk / Return Rank
JCTR
JPIE
JCTR vs. JPIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition U.S. Equity ETF (JCTR) and JPMorgan Income ETF (JPIE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| JCTR | JPIE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.95 | — |
Correlation
The correlation between JCTR and JPIE is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JCTR vs. JPIE - Dividend Comparison
JCTR's dividend yield for the trailing twelve months is around 0.43%, less than JPIE's 5.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JCTR JPMorgan Carbon Transition U.S. Equity ETF | 0.43% | 0.61% | 1.04% | 1.88% | 1.53% | 1.13% | 0.13% |
JPIE JPMorgan Income ETF | 5.65% | 5.65% | 6.11% | 5.70% | 4.49% | 0.63% | 0.00% |
Drawdowns
JCTR vs. JPIE - Drawdown Comparison
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Drawdown Indicators
| JCTR | JPIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -9.96% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.72% | — |
Current DrawdownCurrent decline from peak | — | -0.53% | — |
Average DrawdownAverage peak-to-trough decline | — | -2.17% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.31% | — |
Volatility
JCTR vs. JPIE - Volatility Comparison
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Volatility by Period
| JCTR | JPIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.87% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.09% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 2.11% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 3.57% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 3.57% | — |